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U.S. Bancorp's Investment Sales Support Representative - Saint Paul, MN or Cincinnati, OH

U.S. Bank | Saint Paul, MN | 11/25/2021

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Job Description

The U.S. Bancorp Investment Sales Support team supports the inbound calls from Wealth Management Advisor and Wealth Management Associate internal partners. Representative serves as a liaison between these front-office partners and U.S. Bancorp Investment Operations and Supervision. Provides high quality customer service by responding to telephone inquiries, requests and problems. Researches and resolves problems and errors. Assesses Financial Advisor needs for other products and services and either sends the Financial Advisors information about U.S. Bancorp's products and services or refers them to sales staff. Must have excellent customer service as well as, written and verbal communication skills; and keep current on all related products and services as well as general U.S. Bancorp information required to answer Financial Advisors questions. Expectations are to answer all questions correctly. Ensuring that Financial Advisors receive the best possible service.

Basic Qualifications
- High school diploma or equivalent
- Two or more years of experience in the brokerage industry

Preferred Skills/Experience
- Thorough knowledge of investment-related products and services

- Proven customer service skills

- Excellent telephone, written, and verbal communication skills
- Detail-oriented and ability to work independently
- Ability to navigate multiple computer applications simultaneously
- Ability to manage multiple tasks and projects simultaneously
- Bachelor's degree

- Series 7 registration

Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting .

EEO is the Law
Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.


U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program .

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December 8, 2021